Filme: “O Sal da Terra” (2014)
Realizado por: Juliano Ribeiro Salgado e Wim Wenders
Filme: “O Sal da Terra” (2014)
Realizado por: Juliano Ribeiro Salgado e Wim Wenders
on.ft.com/4klAXoz
on.ft.com/4klAXoz
Immigration
Innovation
Ukraine
Cost of living
Price gauging
Identity policies
Trade
Regulation
We are paying for this self imposed damage.
Feel free to change my mind
Immigration
Innovation
Ukraine
Cost of living
Price gauging
Identity policies
Trade
Regulation
We are paying for this self imposed damage.
Feel free to change my mind
But the move is marginal, macro data doesn't support sustained hikes, and JPN short rates don't matter a lick to global conditions.
Thread.
But the move is marginal, macro data doesn't support sustained hikes, and JPN short rates don't matter a lick to global conditions.
Thread.
But the move is marginal, macro data doesn't support sustained hikes, and JPN short rates don't matter a lick to global conditions.
Thread.
Either way it leads to bonds outperforming stocks ahead as markets reflect this global tightening.
Odds the S&P 500 finishes the year down in 2025?
The Mag 7 feel unstoppable
What happened to the commercial RE crisis?
When will 7% mortgage rates matter to the economy?
Sunk costs on the ski slopes & more
awealthofcommonsense.com/2025/01/anim...
podcasts.apple.com/es/podcast/a...
podcasts.apple.com/es/podcast/a...
Does the US deserve the premium you are currently paying for?
on.ft.com/3CSS2Vv
Does the US deserve the premium you are currently paying for?
on.ft.com/3CSS2Vv
Today they took another step— finally allowing users to set their default feeds to a chronological “following” feed.